See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $661,913 | $183,592+260.5% | $155,567+325.5% | $145,959+353.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.30% | 61.24%-46.9pp | 64.74%-50.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $3,983 | $5,315-25.1% | $4,674-14.8% | $4,661-14.5% |
| Participant deferral / active EE | $11,273 | $6,464+74.4% | $5,628+100.3% | $6,689+68.5% |
| Admin fee / account holder | $23,266 | $19,318+20.4% | $15,916+46.2% | $13,398+73.7% |